Prospect Management

Updated Meeting Interactions Review Process

As you know, each Initial/Return Meeting that is entered into GAIL is reviewed by a member of the Prospect Management Team, and with the help of Advancement Services, a new page has been created where you (the DO) will be able to see where in the review process your interaction is. Each of your meeting […]

By Emily Clary | Prospect Management
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Prospect Management Guide – Updated for FY21

Prospect Management Guide – Updated for FY21

By Eric Schmidt | Prospect Management . Uncategorized
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Edits to First Step of Plan Start Date

Previously when creating a new prospect plan, the start date of the first step defaulted to match the start date of the plan. We’ve edited this to now include a 30 day buffer. Now when you create a new plan, the start date of the first step will be 30 days after the start date […]

By Emily Clary | Prospect Management
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Additions to New Plan Form

A few new options have been added to the Add a Proposal (Plan & Opportunity) form on the Prospect tab of constituent records. Now when setting up a new plan, you’ll see a drop down to designate your site, a checkbox to indicate whether the plan includes a planned gift, and finally (if the Solicitation […]

By Emily Clary | Prospect Management
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Prospect Name Auto-Population with Research Request

Need research on a prospect? The research request link just got a time-saving upgrade. Now when you click on request research from a prospect’s record, their name will be auto-populated in the prospect field rather than making you search again. Easy!

By Emily Clary | Prospect Management
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Did Someone Say “Batch Interactions”?

What is this thing?  And how do I get it? If you’ve ever wished you could key in one interaction and have it copy to multiple constituent records, or wished that you could keep a list of various interactions in a spreadsheet and have those imported into GAIL onto constituents records – that day is […]

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Planned & Estate Giving Attributes

In stewarding a deferred gift donor, there is nothing of greater importance than ensuring that a donor’s recognition preferences are honored. Accordingly, this document serves to clarify the various recognition options available to a planned giving donor and summarizes the method for capturing this data in GAIL. Recognition Preferences – The Options: When donors complete […]

By Megan Powell | Blog . Front Page . Prospect Management
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Finding your alumni (and donors, parents, and anyone else) in GAIL

If part of your planning process for mailings, events, or travel is to first see where your constituents live, GAIL has a tool for you! That’s right! The constituent density map will show you where your constituents live based on their primary address. All you need to do is ask for a selection at askit@uga.edu. […]

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Prospect Referrals – Archived, Rejected & Particpants

Fundraisers: Learn how to show/hide archived referrals, how rejected referral notices are generated, and participants can now be added to referrals! Fundraisers can now filter out archived referrals on their “My Prospect Referrals” tab. Currently, all archived referrals are filtered out by default, however, you now have the ability to view them by checking the […]

By Cindy Bond | Blog . Front Page . News . Prospect Management
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EVI, PDI, and Six Square Segmentation

The Blackbaud Fundraiser Performance Management (Blackbaud FPM or BB FPM) platform — what you may formerly have refered to as Reeher — introduces exciting new behaviorally-based giving metrics to assist fundraisers in their prospect and portfolio decision making. You may have seen, heard talk of, or even be using these four scores introduced with this […]

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